See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,375 | $124,281-80.4% | $109,143-77.7% | $167,490-85.4% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 11.90% | 26.04%-14.1pp | 25.75%-13.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,275 | $4,207-45.9% | $3,722-38.9% | $4,837-53.0% |
| Participant deferral / active EE | $4,721 | $5,255-10.2% | $4,653+1.5% | $6,341-25.6% |
| Admin fee / account holder | $160 | $7,970-98.0% | $6,752-97.6% | $12,309-98.7% |